3,822 hedge funds and large institutions have $422B invested in Visa in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,655 increasing their positions, 1,510 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,822
Holders Change
+76
Holders Change %
+2.03%
% of All Funds
55.4%
Holding in Top 10
509
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-6.95%
% of All Funds
7.38%
New
231
Increased
1,655
Reduced
1,510
Closed
103
Calls
$4.21B
Puts
$3.54B
Net Calls
+$670M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Shares
Change %
GWWM
3651
Great Waters Wealth Management
Minnesota
$202K +$202K +723 New
GRA
3652
Golden Road Advisors
Florida
$202K +$202K +723 New
NRI
3653
NFP Retirement Inc
California
$201K +$201K +720 New
JLBC
3654
J.L. Bainbridge & Co
Florida
$201K +$201K +720 New
MF
3655
Meridian Financial
Massachusetts
$201K +$201K +720 New
UOTTAIMCU
3656
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$200K -$4.63M -16,582 -96%
TAM
3657
Tucker Asset Management
Colorado
$200K -$12.3K -44 -6%
BWM
3658
BKM Wealth Management
Wisconsin
$200K -$53K -190 -21%
EPW
3659
Evergreen Private Wealth
Colorado
$196K -$2.51K -9 -1%
MLA
3660
MB, Levis & Associates
Pennsylvania
$195K
HCM
3661
Highlander Capital Management
New Jersey
$195K
TFGT
3662
TS Financial Group (TSFG)
Illinois
$195K +$3.34K +12 +2%
LFASL
3663
Lugano Financial Advisors SA (LFA)
Switzerland
$193K
FA
3664
Financial Avengers
California
$191K +$278 +1 +0.1%
OP
3665
ORG Partners
Indiana
$188K -$1.08M -3,857 -85%
VA
3666
Verdad Advisers
Massachusetts
$186K +$186K +666 New
MUMSS
3667
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K +$186K +665 New
AWM
3668
AllSquare Wealth Management
New York
$185K -$8.37K -30 -4%
FCG
3669
Financial Connections Group
California
$185K -$251K -898 -58%
PCA
3670
Providence Capital Advisors
North Carolina
$184K +$1.68K +6 +0.9%
KFP
3671
Keener Financial Planning
Texas
$182K
FCT
3672
First Community Trust
Iowa
$181K
WAG
3673
Wiser Advisor Group
Arizona
$180K +$6.99K +25 +4%
AAG
3674
Accordant Advisory Group
Maryland
$179K +$179K +641 New
UID
3675
Union Investments & Development
Israel
$174K